Loading investment pitches...
Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
In the third quarter of 2025, the Madison Mid Cap Fund (Class I) gained 1.93%, underperforming the Russell Midcap Index's 5.33% gain, which was heavily driven by IT and Utilities riding AI-related momentum. Top performance contributors...
— Haruki Toyama, Andy Romanowich, Rich Eisinger
Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($55/mo) and Pro subscribers.
Already a Research or Pro subscriber? Sign In
Other investors who've written on Medpace
Medpace is a global clinical contract research organization featuring a robust balance sheet and strong cash generation. While near-term growth...
Our investments in drug development companies like Charles River Labs (CRL) and Medpace Holdings (MEDP) pulled back, driven by AI disruption fears.
Medpace posted strong Q2 results that beat expectations on both top and bottom lines, leading to a full-year guidance upgrade. Furthermore, massive share...